Advantest leads compute. SoC tester share rose from 56% to 66%, FY26 SoC guidance went up 10.6% to ¥1,375B on shipments | Hanami
Advantest leads compute. SoC tester share rose from 56% to 66%, FY26 SoC guidance went up 10.6% to ¥1,375B on shipments ahead of plan, and the 10,000-system capacity target is being pulled forward. (2/5)
Reply to @SemiAnalysis_: Advantest and Teradyne both reported 3Q26 this week. We believe the two calls say the same thing: the ATE TAM is growing on AI compute, and supply, not demand, is the constraint through 2027. (1/5)🧵